Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,584 | $138,114+46.0% | $125,391+60.8% | $134,545+49.8% |
| Participation rate | 95.8% | 84.5%+11.3pp | 82.4%+13.4pp | 81.2%+14.6pp |
| Annual return | -16.03% | 750.88%-766.9pp | 572.41%-588.4pp | 418.37%-434.4pp |
| Employer contribution / active EE | $4,891 | $5,246-6.8% | $4,816+1.6% | $4,742+3.1% |
| Participant deferral / active EE | $12,203 | $7,801+56.4% | $7,448+63.8% | $6,401+90.6% |
| Admin fee / account holder | $6,353 | $11,570-45.1% | $10,009-36.5% | $11,431-44.4% |